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Tata Mutual Fund

It is one of the best mutual fund in India. Tata Mutual Funds has occupied a resounding position in the mutual fund market. The Tata Mutual Funds are classified as equity, debt and balanced fund which have different investment style, objective and benefits which investors can avail as per their choice of scheme. In this document all information about this fund is provided, have a look.

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Tata Mutual Fund

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  1. Tata Mutual Fund Helping Generations Fulfill Their Dreams support@mysiponline.com Copyright 2015 - 2018 @ mysiponline.com Call @ +91-9660032889

  2. Introduction • Tata Mutual Fund is backed by one of the most valued and trusted brands of India "Tata Group" which has a number of companies under it catering different needs of people since years. • It has won the trust of lakhs of investors through the world-class service that it offers and its consistent performance. • This fund house offers opportunities for investment to every type of investor whether he/she is an entrepreneur, businessman, student, housewife, an aggressive investor or a conservative one. support@mysiponline.com Call @ +91-9660032889 Copyright 2015 - 2018 @ mysiponline.com

  3. • It mainly focuses on yielding long-term returns by following a robust risk management system. • Established in the year 1994, Tata Asset Management Company is the fund manager of Tata MF and has over twenty years of experience in fund management. • With a folio base of million plus investors, this company has managed to have PAN India presence. • This MF has created a kind of record by innovatively launching an animation and cartoon series to educate people at large who are ignorant about the financial investment benefits. support@mysiponline.com Copyright 2015 - 2018 @ mysiponline.com Call @ +91-9660032889

  4. Tenets of Performance • Consistency By following value-based investing methodology, this fund house tries to provide consistence performance. It leaves no stone unturned in fulfilling the belief of late doyen Mr. J.R.D Tata, that people should receive several times more the money they have actually invested. • Flexibility There are a number of schemes that it has launched under different category so as to fulfill the different goals of people with varying risk-bearing appetite. It also provides operational flexibility to people to fulfill their unique investment needs. Copyright 2015 - 2018 @ mysiponline.com Call @ +91-9660032889 support@mysiponline.com

  5. • Stability It is committed to providing high quality services to its investors and maintaing the integrity as it is a result of these attributes that it has managed to earn the trust of people around the nation. It tries to maintain stability by putting in efforts on a continuous basis so as to retain the existing investors and attract the new ones. • Services The market is always full of changes, and to deal with them, there is a requirement of continuous updation and application of continuous innovative techniques that can help in overall goal achievement. Tata Mutual Fund focuses on doing the same. Copyright 2015 - 2018 @ mysiponline.com Call @ +91-9660032889 support@mysiponline.com

  6. Tata Values 1. Pioneering It aims to take on the challenges boldly and yield innovative solutions by using the insights gathered over time through experience in the investment field. 2. Integrity It promises to be ethical, fair, honest and transparent in its working and will always be ready to answer the public under required circumstances. support@mysiponline.com Copyright 2015 - 2018 @ mysiponline.com Call @ +91-9660032889

  7. 3. Excellence This MF will always try to achieve excellence in whatever it does by being passionate about achieving highest standards and quality delivery. 4. Unity It aims to invest in its people by encouraging continuous learning and creating relationships based on mutual trust & respect. 5. Responsibility It understands its responsibility towards environment and people and will make sure that whatever it receives is given back several times over. support@mysiponline.com Copyright 2015 - 2018 @ mysiponline.com Call @ +91-9660032889

  8. Board of Directors Mr. Rajiv Sabharwal (Chairman) Mr. Prathit D. Bhode (Associate Director) Mr. F. N. Subedar (Associate Director) Mr. Suryaprakash Mukopadhyay (Associate Director) Copyright 2015 - 2018 @ mysiponline.com Call @ +91-9660032889 support@mysiponline.com

  9. Funds by Tata MF 1. Solution Based (Child Savings Plan and Retirement Solution) 2. Equity (Large-Cap, Diversified, Sectoral, Mid-Cap, Index, and ELSS) 3. Debt (Liquid, Short-term, Dynamic Bond, Income, and Gilt Funds) 4. Hybrid (Equity-oriented) 5. Close-Ended (Equity and Debt) support@mysiponline.com Copyright 2015 - 2018 @ mysiponline.com Call @ +91-9660032889

  10. Top Performing Tata Mutual Funds • Tata Retirement Savings Fund - Progressive Plan (G) Trailing Returns (%) 1-Year 3-Year 5-Year Fund 7.40 19.39 22.21 NIFTY 50 Total Return 18.32 16.81 16.74 Category 9.57 15.28 21.03 As on September 07th, 2018 support@mysiponline.com Call @ +91-9660032889 Copyright 2015 - 2018 @ mysiponline.com

  11. Top Performing Tata Mutual Funds • Tata Digital India Fund (G) Trailing Returns (%) 1-Year Fund 67.17 NIFTY IT TRI 57.00 Category 53.56 As on September 07th, 2018 support@mysiponline.com Copyright 2015 - 2018 @ mysiponline.com Call @ +91-9660032889

  12. Top Performing Tata Mutual Funds • Tata Equity PE Fund (G) Trailing Returns (%) 1-Year 3-Year 5-Year Fund 6.50 21.38 27.14 NIFTY 50 Total Return 18.32 16.81 16.74 Category 8.61 16.41 23.17 As on September 07th, 2018 support@mysiponline.com Copyright 2015 - 2018 @ mysiponline.com Call @ +91-9660032889

  13. Top Performing Tata Mutual Funds • Tata Liquid Fund (G) Trailing Returns (%) 1-Year 3-Year 5-Year Fund 7.08 7.26 8.00 CCIL T Bill Liquidity Weight 3.95 4.32 4.96 Category 6.91 7.09 7.86 As on September 07th, 2018 support@mysiponline.com Copyright 2015 - 2018 @ mysiponline.com Call @ +91-9660032889

  14. Start Investing Today! Our Financial Experts Are Available 24*7 Email: support@mysiponline.com Call us : +91- 9660032889 Disclaimer: Mutual funds are subject to market risk. Please note that the information given in the presentation is for information purpose only. MySIPonline takes no liability for the losses occurred due to information provided. Copyright 2015 - 2018 @ mysiponline.com support@mysiponline.com Call @ +91-9660032889

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